Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Consumer Goods > Managing Accounts for Siebel Consumer Goods >

Adding or Updating Contacts for an Account

Complete the following procedure to add or update contacts for an account.

To add or update contacts for an account

1. Tap Accounts on the application banner to display the Accounts list.
2. Tap an account in the list.

   All details for the selected account are displayed in the work area.

3. Update an existing account contact as follows:
   1. Tap Contacts in the work area, and then tap the contact that you want to update.
   2. Tap Edit, and update the contact information as required.
   3. Tap Save when finished.
4. Add an existing contact to the account as follows:
   1. Tap Contacts in the work area, then the Add (check mark) icon.
   2. Select the contact that you want to add, then tap OK.
5. Create a new contact for the account as follows:
   1. Tap Contacts in the work area, then the plus (+) icon.
   2. Enter the information for the new contact on the page that opens.

      The following fields are required and must be completed when adding new contacts: First Name and Last Name.

   3. Tap Save when finished.